IVV vs DGCB

AIVV

BDGCB

Measures won1–3DGCB wins · of 6 · 5Y

$10,000 · 5Y$17,871QQQ · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income5.17%DGCB · $517 on $10k

Smallest drop−3.9%DGCB · worst fall in 1Y

Held in common[…]IVV and DGCB

iShares Core S&P 500 ETF · $872BDimensional - Global Credit ETF · $1.2B

+21.5%3 years · per year$17,934 · […][…]

+11.7%5 years · per year$17,414 · […][…]

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.11%12-mo yield$111 · $517 on $10k5.17%

Cards for this view

IVV

iShares Core S&P 500

$17,414

DGCB

Dimensional - Global Credit

[…]

MeasureIVVDGCB

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.11%5.17%

5 years, per year+11.7%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−3.9%

Volatility · 1Y13.8%4.4%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$463.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	BDGCB	Dimensional - Global Credit ETFRead Desk	0.21%	5.17%	−0.5%	+0.4%	+0.7%	new	new	−3.9%	$1.2B

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$463.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	BDGCB	Dimensional - Global Credit ETFRead Desk	0.21%	5.17%	−0.5%	+0.4%	+0.7%	new	new	−3.9%	$1.2B

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